Alyssa Dorn is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 65 designation and one year of industry experience. Prior to joining Arkadios Wealth Advisors, she worked at Yoga Pod and Great Full Gardens. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports discretionary account management via its internal portfolio team, Arkadios Managed Solutions.

Stephen Sear is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sear joined Choreo in 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Peter Bessette is a financial advisor with Stratos Wealth Advisors LLC in Reno, NV, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Hemant Kathuria is a financial advisor at A.G.P. / Alliance Global Partners with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Euro Pacific Capital, Inc. and Digital Offering LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of around 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies with co- and sub-advisory relationships and offers portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Patricia Erwin is a financial advisor at World Equity Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been associated with both Tiger Wealth Management LLC and World Equity Group since 2006. Her background also includes work with various insurance carriers, focusing on life and long-term care insurance sales. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional entities. The firm offers managed portfolios through its wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers.

William De Mar is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at TRABD LLC and Enso Wealth Management, as well as a 15-year tenure at Edward Jones. Outside of his advisory work, he manages a private residence recreation rental business in Truckee, CA. Choreo, LLC serves a diverse client base, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic, quantitatively driven investment process that incorporates discretionary and non-discretionary portfolio management, financial planning, and specialized consulting services.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Erich Brenner is a financial advisor at Stratos Wealth Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates, Inc. Brenner serves on the board of directors for First Tee of Northern Nevada, an organization that teaches life skills to young people through golf. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing model portfolios, sub-advisers, and technology solutions tailored to clients’ goals.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.

Benjamin Persyn is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2024 and Appreciation Financial since 2022. Prior to his advisory roles, he spent 15 years at Costco Wholesale. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Curtis Slothower is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Prime Capital Investment Advisors, Cornerstone Retirement Group, and Merrill. In addition to his advisory role, he operates as an independent insurance agent offering fixed indexed annuities. Mutual Advisors, LLC serves a diverse clientele including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives, with a notable focus on institutional accounts such as sovereign wealth funds.

Jennifer Means is a Certified Financial Planner (CFP®) with 11 years of experience in the financial advisory industry. She has been with TCI Wealth Advisors, Inc. since 2013, contributing to the firm’s multi-advisor team based in Reno, NV. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, and manages several billion dollars in client assets on a fee-only basis.

Timothy Lewis is a CFP®-certified financial advisor with seven years of industry experience, currently with Eversource Wealth Advisors, LLC. His prior experience includes roles at The Leaders Group, Ratio Wealth Group, and Mass Mutual Life Insurance Company. He also operates an insurance-related business focused on life, long-term care, and disability insurance. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charities, broker-dealers, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and conducts due diligence on private market funds, while also managing private pooled investments and maintaining interests in technology and service providers.

Charles Pinson Rose is a CFA® charterholder with 10 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2015. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Kenneth Devore is a financial advisor with The AmeriFlex Group in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and OSAIC. He is also active as an independent insurance agent with various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering both wrap and non-wrap solutions tailored to each client’s profile.

Matthew Rowley is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Foundations Investment Advisors, Visionary Wealth Management, Gibbs Wealth Management, and Freedom Financial & Life. He also serves as an owner and insurance agent at Freedom Retirement Services, LLC. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage portfolios on a discretionary basis.

Timothy Erwin is a financial advisor with World Equity Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Dhruv Gupta is a financial advisor with IP Financial Advisory Services LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Emerson Equity LLC and Creative Financial Designs, Inc. Outside of advisory work, he is a part owner of Sainergy Inc., where he provides compliance consulting, and he also works as a licensed real estate salesperson in Nevada. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Ashley Curiel is a CFP® professional with 19 years of experience in the financial advisory industry. She has been with Golden State Wealth Management, LLC since 2017 and also maintains an affiliation with LPL Financial, LLC. Curiel is involved as an owner in a non-investment-related business entity, Sparks Curiel LLC. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Stephen Paluck is a financial advisor with Wealthcare Advisory Partners LLC and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at firms including LPL Financial LLC, Wells Fargo Clearing, WELLS FARGO Advisors, and Merrill. Paluck also serves as trustee of the Paluck Family Trust. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and behavioral economics, combining quantitative metrics with fundamental and technical analysis to implement both passive and active investment strategies.